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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,709 | $198,462-70.4% | $170,439-65.6% | $147,585-60.2% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 21.09% | 257.30%-236.2pp | 205.94%-184.9pp | 578.58%-557.5pp |
| Employer contribution / active EE | $1,306 | $6,184-78.9% | $5,433-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $4,435 | $5,629-21.2% | $4,939-10.2% | $5,439-18.5% |
| Admin fee / account holder | $151 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |